Offer summary

Qualifications:

In-depth knowledge of the Epic agency management system and its workflow procedures., 5+ years of experience in a Commercial Lines or Personal Lines Service role., Strong presentation skills and proven experience in adult learning and training large groups., Above average computer skills including proficiency in Teams, Excel, Word, and Outlook..

Key responsabilities:

Train field staff on corporate initiatives and ensure processes are followed as designed.

Identify and escalate issues in the field to improve standard operating procedures (SOPs).

Implement training using various adult learning methods, both in-person and remote.

Collaborate with counterparts from other regions to create a cohesive training team.

Job description

The primary role of the Business Operations Epic Training Specialist is to learn and train the field on corporate initiatives established by the RSC Executive Committee. These initiatives include acquisition employee training, organic new hire training and business as usual changes to RSC corporate processes. T

Your Impact:

Ensures that the processes and procedures are trained as designed but should escalate issues they see in the field to help shape the SOPs if needed. The TS should be involved in helping to solve issues and communicate back to the interested Stakeholders.
Deep understanding of how Epic- Agency Management Systems works and versed in the understanding of how the broker side of the Insurance Industry operates; Knowledge includes supporting functions such as Accounting, Claims, Certificates or Centers of Excellence
Implement training utilizing adult learning with ability to differentiate when it’s appropriate to use different modes of training; in-person or remote
Presentation of prepared training documentation including post training support and questions
Drive advanced and efficient use of systems and technology by identifying any need for streamlined processes to enhance operational efficiency and productivity
Work with counterparts from other regions and Business Units to create a cohesive and collaborative training team

Successful Candidate Will Have:

In depth knowledge of the Epic agency management system functionality and workflow procedures
Proven track record of involvement in adult learning and presentation to large groups
5+ Experience in a Commercial Lines or Personal Lines Service role
Above average computer skills (Teams, Excel, Word, Outlook)
Strong presentation skills

Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 200 offices and more than 5,200 employees as part of the Accession Risk Management Group family of companies.

Industry recognition includes being certified a Great Place to Work in 2023 and on the Inc. 5000 list as one of America’s fastest growing private companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.

At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, life, and retirement savings, The total compensation for a position may also include other elements dependent on the position offered. The expected base pay range for this position is between $70,000.00 - $95,000.00. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience.

Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: www.risk-strategies.com/careers.

Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

Required profile